Number of Shares
26,380.00
Current Holdings Value*
$4.96 Mil
% of Portfolio
5.14%
Total Estimate Gain
$380,965.62
% of Total Estimate Gain
5.97%

Wall Street Financial Group, Inc.'s iShares PHLX SOX Semiconductor Sector Index Fund Holding Summary

As of 2025-03-31, Wall Street Financial Group, Inc. held 26,380.00 shares of iShares PHLX SOX Semiconductor Sector Index Fund(SOXX), totaling $4.96 Mil. This investment constitutes 5.14% of their stock portfolio, and Wall Street Financial Group, Inc. now holds 0.04% of the outstanding iShares PHLX SOX Semiconductor Sector Index Fund(SOXX) stock.

The initial trade took place in 2024Q2. And since then Wall Street Financial Group, Inc. has made 2 purchases of SOXX, at an average price of $228.29, for a total of 27,942.00 shares. In addition, there have been 1 sales at an average price of $213.52 for 1,562.00 shares. Based on historical transaction data and SOXX's current price of $243.61, Wall Street Financial Group, Inc.'s estimated gain on his SOXX holdings is $380,965.62, reflecting a 5.97% gain to date.

Wall Street Financial Group, Inc. SOXX ($243.61) Holding Chart

Wall Street Financial Group, Inc. SOXX ($243.61) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1